Client Advisor-Private Client Group
19 hours ago
Location: Chennai, Bangalore, Hyderabad, Kolkata, Pune & Delhi Designation: Equity Advisor Vertical: Private Client Group Roles and Responsibilities: Execute trades on behalf of clients, aligning with their investment strategies and preferences. Provide expert advisory services to enhance portfolio growth, with a focus on Assets Under Management (AUM) product penetration. Promote and cross-sell third-party investment products, including Insurance, Mutual Funds (MF), PMS, SIP, AIF, Bonds, Fixed Deposits (FD), Unlisted Shares, and Investment Advisory Services (IAP). Acquire new clients while maintaining and nurturing long-term relationships with existing clients. Conduct client meetings to review portfolio performance, provide investment recommendations, and ensure continuous engagement. Preferred Candidate Profile: Educational Qualification: Postgraduate degree required. Experience: Minimum 2 years of overall experience, with at least 6 months in equity dealing with an Indian broking firm. Hands-on experience in broking with a strong understanding of financial products and market trends. Proven track record in managing High Net Worth Individuals (HNI) and Ultra High Net Worth Individuals (UHNI) clients. Certification: NISM Series VIII certification is mandatory. Strong expertise in client acquisition, retention strategies, and sales target achievement. Prior experience in the broking industry is a must. About Murugappa: Founded in 1900, the INR 369 Billion (36,893 Crores) Murugappa Group is one of India’s leading business conglomerates. The Group has 28 businesses including nine listed Companies traded in NSE & BSE. Headquartered in Chennai, the major Companies of the Group include Carborundum Universal Ltd., Cholamandalam Financial Holdings Ltd., Cholamandalam Investment and Finance Company Ltd., Cholamandalam MS General Insurance Company Ltd., Coromandel International Ltd., Coromandel Engineering Company Ltd., E.I.D. Parry (India) Ltd., Parry Agro Industries Ltd., Shanthi Gears Ltd., Tube Investments of India Ltd., and Wendt (India) Ltd. If your profile matches the above requirement, please share your updated CV to csecrecruit@chola.murugappa.com
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Client Advisor
1 day ago
Narela, India Manish Malhotra Full timeHiring Jewellery Client Advisor We are looking for an experienced Jewellery Client Advisor for the Manish Malhotra stores with in-depth knowledge of high jewellery and diamonds. The ideal candidate will possess a strong understanding of gemstones, diamonds, and jewellery craftsmanship, combined with a natural charm and proven ability to build lasting...
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Client Advisor
17 hours ago
Narela, India Manish Malhotra Full timeHiring Jewellery Client Advisor We are looking for an experienced Jewellery Client Advisor for the Manish Malhotra stores with in-depth knowledge of high jewellery and diamonds. The ideal candidate will possess a strong understanding of gemstones, diamonds, and jewellery craftsmanship, combined with a natural charm and proven ability to build lasting client...
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Client Advisor
11 hours ago
Narela, India Manish Malhotra Full timeHiring Jewellery Client Advisor We are looking for an experienced Jewellery Client Advisor for the Manish Malhotra stores with in-depth knowledge of high jewellery and diamonds. The ideal candidate will possess a strong understanding of gemstones, diamonds, and jewellery craftsmanship, combined with a natural charm and proven ability to build lasting...
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Equity Advisor
19 hours ago
Narela, India Chola Securities Full timeLocation: Chennai, Bangalore, Hyderabad, Vizag, Coimbatore, Kolkata, Mumbai & Delhi Designation: RM Advisor Vertical: Retail Roles and Responsibilities: Activate trading accounts for clients and guide new entrants in understanding equity market dynamics. Cross-sell investment products such as Insurance, Mutual Funds (MF), PMS, SIP, and Initial Public...
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Client Servicing Manager
11 hours ago
Narela, India The Crayons Network Full timeAbout the RoleWe’re looking for an experienced and proactive Manager/Sr. Manager – Digital Client Servicing to lead end-to-end digital strategy and execution for our clients. The ideal candidate will have hands-on experience managing social media channels, coordinating website maintenance with technical teams, and overseeing complete digital and media...
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Wealth Manager | Private Banker | Pan India
16 hours ago
Narela, India MetaMorph Full timeSenior Wealth Managers | Locations – Mumbai, Delhi, Kolkata, Bangalore, Hyderabad, Chennai, Pune We’re expanding our Wealth Management team and looking for seasoned Private Bankers / Senior Wealth Managers who can manage and grow high-value client portfolios (₹1 Cr+ investable surplus).What You’ll Do:Acquire & manage HNI clients (₹1–5 Cr+...
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[Urgent] Wealth Manager | Private Banker | Pan India
19 hours ago
Narela, India MetaMorph Full timeSenior Wealth Managers | Locations – Mumbai, Delhi, Kolkata, Bangalore, Hyderabad, Chennai, Pune We’re expanding our Wealth Management team and looking for seasoned Private Bankers / Senior Wealth Managers who can manage and grow high-value client portfolios (₹1 Cr+ investable surplus). What You’ll Do: Acquire & manage HNI clients (₹1–5 Cr+...
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Client Relationship Manager @Pitampura
7 days ago
Narela, Delhi, India Spectral Consultants Full time ₹ 6,00,000 - ₹ 12,00,000 per yearWe are looking forClient Relationship Manager for Talent Acquisition & Executive Search FirmRequirements:New Business Development, Lead GenerationExcellent communication and presentation abilities for effective Sales Presentations.Admission Counselor, Career Counselor & Business Development Candidates are preferred.Address: Walking distance from Kohat Metro...
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Narela, Delhi, India Spectral Consultants Full time ₹ 2,00,000 - ₹ 6,00,000 per yearWe are looking forClient Relationship Manager/Business Developement Manager for Talent Acquisition & Executive Search Firm - Spectral Consultants in Pitampura (North Delhi)Requirements:1 to 3 years exp. in B2B Sales/Marketing/Business Development/Cold Calling/Lead Generation/CounselingNew Business Development, Lead GenerationExcellent communication and...
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Service Manager
1 day ago
Narela, India MONEYLICIOUS INVESTMENTS AND CONSULTING SERVICES PRIVATE LIMITED Full timeThe Corporate : A new age, focused Asset Management and Wealth Management Platform that aims at providing clients with transparent, cost-efficient, and unbiased solutions with 650 plus employees and 12500 cr of AUMJob Locations : Delhi , Kolkata and ChennaiExperience:Hands-on experience with BSE STAR MF platform.5+ years of relevant experience in wealth...
